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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Sovereign AI Push Puts Palantir in the Spotlight as Governments Fund Domestic AI Capability
Sovereign AI Push Puts Palantir in the Spotlight as Governments Fund Domestic AI Capability A growing wave of government spending on domestically controlled artificial intelligence — often called “sovereign AI” — is drawing attention to the software vendors positioned to serve national-scale AI programs, with Palantir Technologies (NASDAQ: PLTR) among the companies frequently cited in […]
Air & Aerospace · Sep 19, 2026ARK Invest Shifts Holdings: Trims Palantir and AMD Stakes, Adds $3.35 Million to Archer Aviation
ARK Invest Shifts Holdings: Trims Palantir and AMD Stakes, Adds $3.35 Million to Archer Aviation Cathie Wood’s ARK Invest made a notable portfolio reshuffle this week, selling shares of Palantir Technologies and AMD while directing roughly $3.35 million into Archer Aviation, according to a report from The Motley Fool. The purchase adds to ARK’s position […]
C4ISR & Cyber · Sep 19, 2026Five UK Police Forces Reportedly Set to Drop Palantir Data Platform
Five UK Police Forces Reportedly Set to Drop Palantir Data Platform A report published by the newsletter Democracy for Sale indicates that five police forces plan to discontinue their use of Palantir’s data-analysis platform, adding a public-sector wrinkle to the commercial profile of one of the most closely watched software companies in the defence and […]
C4ISR & Cyber · Sep 19, 2026Tom Watson Joins Palantir in Senior UK Role
Tom Watson Joins Palantir in Senior UK Role Tom Watson, who served as deputy leader of the UK Labour Party between 2015 and 2019, has taken on a senior position at Palantir Technologies, according to a report by The Independent. The appointment adds a prominent British political figure to the ranks of the US-headquartered software […]
Naval & Maritime · Sep 19, 2026Huntington Ingalls Draws Attention After Being Flagged as a Q2 Standout Among Defence Contractors
Huntington Ingalls Draws Attention After Being Flagged as a Q2 Standout Among Defence Contractors Huntington Ingalls Industries (NYSE:HII) has been highlighted in a recent earnings roundup as the strongest performer among defence contractor stocks for the second quarter, according to a survey of quarterly results across the sector published by Yahoo Finance. The shipbuilder, which […]
C4ISR & Cyber · Sep 19, 2026L3Harris Steps Up Its International Push as Investors Watch the Defence Giant’s Next Move
L3Harris Steps Up Its International Push as Investors Watch the Defence Giant’s Next Move L3Harris Technologies is drawing attention for its expanding footprint outside the United States, a theme highlighted in recent analyst commentary as the aerospace and defence company positions itself for the next phase of its growth strategy. The Melbourne, Florida-based company provides […]
Naval & Maritime · Sep 19, 2026Huntington Ingalls Highlights Virtual Reality Welding Training Milestone as Shares Slip
Huntington Ingalls Highlights Virtual Reality Welding Training Milestone as Shares Slip Shares of Huntington Ingalls Industries (HII) traded lower in recent action, changing hands at $282.19, down 1.9% from the previous close of $287.67. The nation’s largest military shipbuilder has a market capitalization of roughly $11.5 billion and operates within the Aerospace & Defense industry. […]
C4ISR & Cyber · Sep 19, 2026Palantir’s Valuation Under the Spotlight as Analysts Weigh Its Five-Year Trajectory
Palantir’s Valuation Under the Spotlight as Analysts Weigh Its Five-Year Trajectory A widely read Yahoo Finance commentary has reignited debate over the long-term prospects of Palantir Technologies Inc. (PLTR), posing the question of what a $5,000 stake in the software company might grow into over the next five years. The piece reflects ongoing investor fascination […]
Naval & Maritime · Sep 19, 2026Huntington Ingalls Shares Pull Back From Recent Highs Following Second-Quarter Results
Huntington Ingalls Shares Pull Back From Recent Highs Following Second-Quarter Results Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, has seen its shares retreat in recent trading after drawing investor attention on the back of its second-quarter performance. The stock changed hands at $282.19, down about 1.9% from its previous close […]
C4ISR & Cyber · Sep 19, 2026Former UK Politician Tom Watson Joins Palantir in Senior Role
Former UK Politician Tom Watson Joins Palantir in Senior Role Tom Watson, the former deputy leader of the UK Labour Party, has taken up a senior position at Palantir Technologies Inc., according to a report by The Telegraph. Watson, who served as Labour’s deputy leader from 2015 to 2019 and later took a seat in […]
C4ISR & Cyber · Sep 19, 2026Report Links Palantir Software to Targeting Process Cited in Iran Strike Story
Report Links Palantir Software to Targeting Process Cited in Iran Strike Story A report circulating via Yahoo has drawn attention to the alleged involvement of Palantir Technologies’ artificial intelligence tools in an incident in Iran involving a school building, according to the source story. The claims originate from third-party reporting rather than from Palantir itself, […]
C4ISR & Cyber · Sep 18, 2026L3Harris Shares Slip Below Sector Peers in Friday Trading
L3Harris Shares Slip Below Sector Peers in Friday Trading L3Harris Technologies (LHX) saw its shares decline more sharply than those of fellow aerospace and defence names on Friday, according to market reporting by MarketWatch. The stock closed at approximately $252.52, down 1.26% from the previous close of $255.74, leaving the company with a market capitalisation […]
C4ISR & Cyber · Sep 18, 2026Money Manager’s Portfolio Shift Puts Palantir Alongside Healthcare Holdings
Money Manager’s Portfolio Shift Puts Palantir Alongside Healthcare Holdings A portfolio manager’s recent disclosure of buying UnitedHealth Group and Palantir Technologies while trimming animal-health company Zoetis has drawn attention to how institutional investors are positioning across the software and healthcare sectors, according to a report in The Globe and Mail. The inclusion of Palantir Technologies […]
Naval & Maritime · Sep 18, 2026Huntington Ingalls Director Reports Additional Stock Units Via Dividend Reinvestment
Huntington Ingalls Director Reports Additional Stock Units Via Dividend Reinvestment A member of the board of directors at Huntington Ingalls Industries (NYSE: HII) has reported acquiring additional shares of the company through a dividend reinvestment, according to a filing picked up by Stock Titan. The transaction reflects routine reinvestment of quarterly dividends rather than an […]
C4ISR & Cyber · Sep 18, 2026Cape Canaveral is building up its counter-drone defenses, Space Force says
NATIONAL HARBOR, Md.— Cape Canaveral Space Force Station will get new defenses against small drones in coming weeks, part of a “whole-of-government” effort to better protect the nation’s spaceports as the White House pushes for hundreds more launches per year. The new gear will come from Joint Interagency Task Force 401, the Pentagon’s counterdrone task […]
Air & Aerospace · Sep 18, 2026Fog and terrain warnings loom large in NTSB’s early account of fatal Alaska Cessna 441 accident
Fog and terrain warnings loom large in NTSB’s early account of fatal Alaska Cessna 441 accident US federal investigators have released preliminary findings on a Cessna 441 Conquest II crash near Cape Newenham, Alaska, that killed all eight people aboard, with the inquiry so far focusing on poor visibility and published warnings about terrain around […]
C4ISR & Cyber · Sep 18, 2026L3Harris Draws Undervaluation Argument From Analysts as Portfolio Reshaping Continues
L3Harris Draws Undervaluation Argument From Analysts as Portfolio Reshaping Continues A recent valuation analysis published by Simply Wall St suggests that L3Harris Technologies (NYSE: LHX) may be trading below its estimated intrinsic value, with the publication’s model indicating a potential gap of roughly 28% between market price and fair value. The analysis arrives as the […]
C4ISR & Cyber · Sep 18, 2026UBS Analyst Lineup Includes Palantir Among 14 Technology Selections
UBS Analyst Lineup Includes Palantir Among 14 Technology Selections A recent analysis circulated by MarketWatch highlights a list of 14 technology companies favored by UBS analysts, with Palantir Technologies Inc. (NASDAQ: PLTR) and Amazon among the names drawing attention. The list, assembled by the investment bank’s research team, spans a broad cross-section of the technology […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.